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Novartis
NVS

Overview Fund Activity

1,086 hedge funds and large institutions have $23.4B invested in Novartis in 2018 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 341 increasing their positions, 403 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,086
Holders Change
+59
Holders Change %
+5.74%
% of All Funds
24.24%
Holding in Top 10
40
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+81.82%
% of All Funds
0.89%
New
143
Increased
341
Reduced
403
Closed
76
Calls
$108M
Puts
$80.5M
Net Calls
+$27.4M
Net Calls Change
+$1.61M

Top Buyers

1
BlackRock
BlackRock
New York
$982M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$602M
3
Bank of America
Bank of America
North Carolina
$777M
4
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$409M
5
Boston Partners
Boston Partners
Massachusetts
$605M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
$3.16B
2
Parnassus Investments
Parnassus Investments
California
$27.6M
3
BBHC
Brown Brothers Harriman & Co
New York
$556M
4
Franklin Resources
Franklin Resources
California
$1.22B
5
Millennium Management
Millennium Management
New York
$47.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
ABP
276
Arthur B. Page
$3.63M -$14.5K -189 -0.4%
WIC
277
Whitegate Investment Counselors
New Hampshire
$3.62M -$40.8K -530 -1%
MGIA
278
Matthew Goff Investment Advisor
Texas
$3.5M +$69.2K +900 +2%
MA
279
MUFG Americas
New York
$3.49M +$291K +3,783 +9%
WA
280
WealthTrust Axiom
Pennsylvania
$3.49M +$62.7K +815 +2%
BIAS
281
Beacon Investment Advisory Services
New Jersey
$3.42M -$8.54K -111 -0.2%
LWCFA
282
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.4M -$117K -1,521 -3%
WTC
283
WhitTier Trust Company
Nevada
$3.4M -$47.4K -617 -1%
AMM
284
American Money Management
California
$3.36M -$83.5K -1,086 -2%
CAM
285
Cubic Asset Management
Massachusetts
$3.36M -$71.4K -929 -2%
TCM
286
Telos Capital Management
California
$3.33M +$99.5K +1,294 +3%
VFA
287
Voya Financial Advisors
Connecticut
$3.32M +$170K +2,221 +5%
WAM
288
World Asset Management
Michigan
$3.31M -$2.26M -29,352 -41%
AUB
289
Atlantic Union Bankshares
Virginia
$3.29M -$38.5K -501 -1%
TCCM
290
Timber Creek Capital Management
Massachusetts
$3.24M -$15.9K -207 -0.5%
William Blair Investment Management
291
William Blair Investment Management
Illinois
$3.24M +$3.24M +42,079 New
OC
292
Oppenheimer & Co
New York
$3.23M +$85.9K +1,117 +3%
AWM
293
Avitas Wealth Management
California
$3.17M +$3.17M +41,194 New
HWM
294
Holloway Wealth Management
Florida
$3.16M -$3.34M – –
CA
295
Commerzbank Aktiengesellschaft
Germany
$3.12M -$366K -4,761 -11%
BUB
296
BBVA USA Bancshares
Texas
$3.11M -$99.3K -1,292 -3%
MML Investors Services
297
MML Investors Services
Massachusetts
$3.09M +$428K +5,565 +16%
SSWM
298
Smith Salley Wealth Management
North Carolina
$2.99M -$88.1K -1,146 -3%
Cerity Partners
299
Cerity Partners
New York
$2.97M +$65.8K +856 +2%
LNWWM
300
Laird Norton Wetherby Wealth Management
California
$2.93M +$215K +2,798 +8%
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